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Procyon Private Wealth Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Procyon Private Wealth Partners, LLC
报告期 2026-03-31 · CIK 0001804329
持仓数
584
前50大市值合计
$1.20B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 13
增持 76
减持 50
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
TLT
ISHARES TR
+$30.5M
353,317
+8929%
增持
TSLA
TESLA INC
+$10.6M
69,827
+4%
增持
AMZN
AMAZON COM INC
+$10.0M
212,952
+8%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
NVDA
NVIDIA CORPORATION
+$7.9M
324,256
+11%
增持
IGSB
ISHARES TR
+$6.7M
551,489
+33%
增持
AAPL
APPLE INC
+$6.0M
239,710
+3%
增持
IWB
ISHARES TR
+$5.9M
22,917
+397%
增持
IWF
ISHARES TR
+$5.8M
38,841
+49%
减持
REZ
ISHARES TR
-$5.7M
56,337
-51%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$5.1M
510,514
+44%
增持
NFLX
NETFLIX INC
+$4.9M
19,591
+10%
建仓
FNCL
FIDELITY COVINGTON TRUST
+$4.5M
65,356
增持
AVGO
BROADCOM INC
+$4.2M
65,446
+3%
增持
META
META PLATFORMS INC
+$4.0M
51,184
+13%
增持
GOOGL
ALPHABET INC
+$3.7M
148,613
+1%
增持
V
VISA INC
+$3.6M
68,681
+4%
增持
PWRD
TCW ETF TRUST
+$3.5M
101,147
+94%
增持
SPYM
SPDR SER TR
+$3.5M
399,689
+12%
减持
NVO
NOVO-NORDISK A S
-$2.8M
55,471
-13%
减持
MINT
PIMCO ETF TR
-$2.8M
69,348
-28%
增持
JPM
JPMORGAN CHASE & CO.
+$2.8M
89,933
+1%
增持
SHOP
SHOPIFY INC
+$2.6M
75,619
+11%
建仓
OXY
OCCIDENTAL PETE CORP
+$2.6M
52,044
减持
XLV
SELECT SECTOR SPDR TR
-$2.4M
12,306
-54%
减持
C
CITIGROUP INC
-$2.4M
10,464
-79%
增持
CRM
SALESFORCE INC
+$2.3M
32,117
+4%
减持
INTU
INTUIT
-$2.1M
3,147
-52%
增持
WM
WASTE MGMT INC DEL
+$2.1M
33,356
+49%
减持
CALF
PACER FDS TR
-$2.0M
436,233
-4%
减持
VYMI
VANGUARD WHITEHALL FDS
-$1.9M
220,282
-4%
建仓
MBB
ISHARES TR
+$1.8M
20,015
增持
GOOG
ALPHABET INC
+$1.8M
70,939
+1%
减持
REGN
REGENERON PHARMACEUTICALS
-$1.8M
3,481
-14%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.7M
26,159
+30%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.6M
11,601
-6%
增持
SPBO
SPDR SER TR
+$1.6M
1,234,639
+10%
减持
WMB
WILLIAMS COS INC
-$1.6M
97,729
-35%
增持
—
UNILEVER PLC
+$1.5M
35,333
+357%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.5M
9,617
-51%
减持
CMCSA
COMCAST CORP NEW
-$1.4M
139,986
-12%
增持
IWR
ISHARES TR
+$1.3M
34,476
+76%
减持
BAC
BANK AMERICA CORP
-$1.3M
58,042
-41%
增持
CVX
CHEVRON CORP NEW
+$1.3M
39,499
+32%
减持
FALN
ISHARES TR
-$1.3M
527,490
-6%
减持
QGRO
AMERICAN CENTY ETF TR
+$1.3M
305,844
-5%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$1.2M
23,513
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.2M
66,442
-26%
清仓
—
LAM RESEARCH CORP
-$1.2M
0
-100%
建仓
BIPC
BROOKFIELD INFRASTRUCTURE CO
+$1.2M
30,178
减持
KVUE
KENVUE INC
-$1.2M
13,772
-79%
减持
PG
PROCTER AND GAMBLE CO
-$1.2M
64,359
-7%
清仓
—
BROOKFIELD INFRASTRUCTURE CO
-$1.2M
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$1.2M
54,946
-2%
增持
COST
COSTCO WHSL CORP NEW
+$1.1M
10,097
+10%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.1M
12,111
+73%
增持
VXF
VANGUARD INDEX FDS
+$1.1M
73,168
+4%
建仓
LRCX
LAM RESEARCH CORP
+$1.1M
15,107
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$1.1M
14,635
-2%
减持
DPZ
DOMINOS PIZZA INC
-$1.1M
2,039
-50%
增持
PRU
PRUDENTIAL FINL INC
+$1.1M
27,129
+52%
增持
SPDW
SPDR INDEX SHS FDS
+$1.0M
412,473
+19%
减持
AMT
AMERICAN TOWER CORP NEW
-$1.0M
11,077
-16%
减持
DIS
DISNEY WALT CO
+$994.8K
73,969
-2%
减持
XLK
SELECT SECTOR SPDR TR
-$969.9K
1,844
-70%
增持
FDX
FEDEX CORP
+$949.6K
19,333
+18%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$948.8K
11,809
+89%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$941.0K
83,534
-13%
清仓
FANG
DIAMONDBACK ENERGY INC
-$866.5K
0
-100%
增持
COF
CAPITAL ONE FINL CORP
+$862.6K
21,112
+9%
减持
CSX
CSX CORP
-$855.9K
80,666
-19%
减持
MRK
MERCK & CO INC
-$853.7K
39,670
-6%
增持
PANW
PALO ALTO NETWORKS INC
+$836.6K
26,554
+127%
增持
EQT
EQT CORP
+$835.2K
37,081
+55%
建仓
IWO
ISHARES TR
+$797.5K
2,771
增持
VTI
VANGUARD INDEX FDS
+$784.7K
27,780
+8%
建仓
BLK
BLACKROCK INC
+$776.6K
758
增持
T
AT&T INC
+$747.3K
67,045
+89%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
-$737.0K
1,150
-72%
增持
MET
METLIFE INC
+$705.7K
35,312
+33%
减持
DEO
DIAGEO PLC
-$703.9K
15,124
-19%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$668.4K
127,477
-11%
增持
MSFT
MICROSOFT CORP
-$658.6K
122,975
+1%
增持
IJH
ISHARES TR
+$618.2K
19,133
+108%
增持
NOC
NORTHROP GRUMMAN CORP
+$603.2K
5,926
+44%
增持
CSCO
CISCO SYS INC
+$598.8K
93,528
+1%
清仓
MSTR
MICROSTRATEGY INC
-$595.2K
0
-100%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$591.4K
10,802
+70%
减持
MDLZ
MONDELEZ INTL INC
-$590.5K
27,130
-10%
增持
AMP
AMERIPRISE FINL INC
+$566.6K
6,192
+7%
减持
CSL
CARLISLE COS INC
-$564.0K
2,052
-30%
增持
ADSK
AUTODESK INC
+$561.8K
23,371
+1%
增持
VMC
VULCAN MATLS CO
+$561.4K
20,060
+9%
增持
VOO
VANGUARD INDEX FDS
+$556.3K
3,349
+42%
减持
NUE
NUCOR CORP
-$554.4K
15,553
-1%
建仓
PRMB
PRIMO BRANDS CORPORATION
+$553.3K
17,981
增持
SQ
BLOCK INC
+$549.2K
26,305
+5%
增持
TMUS
T-MOBILE US INC
+$546.9K
19,535
+7%
减持
—
ANALOG DEVICES INC
-$543.6K
26,700
-0%
增持
PYPL
PAYPAL HLDGS INC
+$538.0K
41,719
+8%
减持
EXPD
EXPEDITORS INTL WASH INC
-$533.2K
18,553
-6%
增持
VRT
VERTIV HOLDINGS CO
+$528.2K
9,395
+73%
减持
ADBE
ADOBE INC
-$524.7K
5,727
-4%
增持
TXN
TEXAS INSTRS INC
+$516.6K
13,133
+40%
增持
ADI
ANALOG DEVICES INC
-$513.0K
29,076
+0%
增持
SRE
SEMPRA
+$510.0K
59,982
+6%
增持
ABBV
ABBVIE INC
-$505.3K
27,861
+1%
增持
KKR
KKR & CO INC
+$501.6K
24,877
+2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$498.6K
33,785
-18%
增持
—
LINDE PLC
-$498.2K
10,741
+3%
增持
PSA
PUBLIC STORAGE OPER CO
-$494.2K
8,359
+1%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$492.9K
13,173
-15%
增持
SEIC
SEI INVTS CO
+$486.1K
35,602
+1%
清仓
XLC
SELECT SECTOR SPDR TR
-$482.2K
0
-100%
增持
AMGN
AMGEN INC
-$476.2K
9,748
+4%
增持
HLN
HALEON PLC
+$472.9K
230,240
+41%
减持
ELV
ELEVANCE HEALTH INC
-$459.4K
1,404
-25%
减持
IEFA
ISHARES TR
-$454.2K
5,662
-48%
增持
ENB
ENBRIDGE INC
+$453.1K
123,810
+5%
增持
AMAT
APPLIED MATLS INC
-$452.3K
12,059
+1%
增持
LEN
LENNAR CORP
-$451.9K
10,040
+3%
清仓
—
PRIMO WATER CORPORATION
-$451.5K
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$449.2K
6,744
+8%
减持
WY
WEYERHAEUSER CO MTN BE
-$440.9K
60,245
-5%
增持
UNP
UNION PAC CORP
+$438.1K
23,586
+18%
减持
PPG
PPG INDS INC
-$433.8K
17,309
-8%
增持
NOW
SERVICENOW INC
+$433.6K
2,095
+5%
清仓
—
BROOKFIELD RENEWABLE CORP
-$432.2K
0
-100%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
+$425.3K
155,552
-2%
增持
MRVL
MARVELL TECHNOLOGY INC
+$418.3K
7,767
+27%
建仓
EFG
ISHARES TR
+$414.7K
4,283
增持
NCDL
NUVEEN CHURCHILL DIRECT LEND
+$406.9K
63,704
+68%
清仓
BCE
BCE INC
-$404.1K
0
-100%
减持
CAT
CATERPILLAR INC
-$399.5K
11,469
-2%
减持
VYM
VANGUARD WHITEHALL FDS
-$397.4K
118,525
-2%
减持
NVS
NOVARTIS AG
-$391.1K
20,653
-1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$388.8K
21,106
+1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$387.9K
81,121
-47%
建仓
—
CHUBB LIMITED
+$385.6K
1,400
增持
BABA
ALIBABA GROUP HLDG LTD
-$384.3K
21,160
+3%
清仓
—
BLACKROCK INC
-$381.5K
0
-100%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$377.5K
3,316
+7%
增持
PEP
PEPSICO INC
-$377.3K
30,357
+3%
增持
QUAL
ISHARES TR
+$374.4K
3,466
+156%
清仓
BTI
BRITISH AMERN TOB PLC
-$370.4K
0
-100%
减持
CME
CME GROUP INC
-$366.6K
17,952
-13%
建仓
AIN
ALBANY INTL CORP
+$364.9K
4,563
建仓
ACVA
ACV AUCTIONS INC
+$361.3K
16,727
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$360.9K
220,767
+13%
清仓
NUBD
NUSHARES ETF TR
-$356.7K
0
-100%
减持
—
FERRARI N V
-$355.0K
978
-44%
